Many women cite money as their number one source of stress, impacting their mental and emotional health, compounded by factors like inflation, economic instability, and the persistent gender pay gap.
CNBC’s Women & Wealth will bring together top financial experts to help you build a better playbook, offering practical strategies to increase income, identify profitable investment opportunities, and save for the future to set yourself up for a stronger 2024 and beyond.
For CNBC Women & Wealth editorial coverage, stories and video, visit www.cnbc.com/women-and-wealth.
Former Wall Street trader-turned-expert, personal finance educator, public speaker, entrepreneur, and newly minted author, Vivian Tu AKA Your Rich BFF is on a global mission to make the financial industry less “male, pale, and stale.” She is the founder and CEO of the financial equity phenomenon, “Your Rich BFF,” which she developed as a passion project to destigmatize and make the rules of personal finance accessible and digestible to non-experts and marginalized communities. Her dedication to promoting financial literacy has earned her cross-platform fame and notoriety, having garnered nearly 6 million followers and counting, as well as honors on both the Forbes’ ‘30 Under 30 – Social Media’ (2023) and inaugural ‘Top Creators’ (2022) lists. This December 26, 2023, Vivian’s financial prowess will culminate into the highly anticipated release of her debut book, “RICH AF: The Winning Money Mindset That Will Change Your Life” (Portfolio/Penguin Randomhouse). Billed as the definitive book on personal finance for a new generation, Vivian now offers her best, no-BS personal finance tips and tricks to readers of all ages and demographics, so that anyone can think like a rich person and create smart money habits to get rich and grow their wealth for years to come. Vivian’s relatable, easily digestible advice has inspired millions to be more open and transparent regarding conversations around money, as she transforms finance into “fun-ance” to help her followers become successful in wealth. Her expertise has transformed her into one of today’s most desirable public speakers for panels and keynote presentations at events including the SXSW Conference and Festivals, Snapchat’s Financial Seminar, Forbes’ Top Creator event, BuzzFeed’s Content Creators Showcase, and Her Campus Media’s Her Conference, to name just a few. In addition to her breakout digital content, Vivian continues to spread her wealth of knowledge on her top-charting podcast, “Networth and Chill” (Audioboom Studios), a first-of-its-kind podcast offering accessible advice and lessons in finance, featuring Vivian alongside notable experts, professionals, and famous faces to break down the economics of our lives. The podcast debuted in March 2023 and immediately climbed to the top of the Business podcast charts and is currently available to stream with new episodes dropping weekly. As Vivian continues to land major partnerships with global brands and organizations such as SoFi, Marshalls, Invesco, Sweetgreen, Keurig, Zola, Expedia, Adobe, Audible, LuluLemon, MetLife, and more, there’s no doubt that “Your Rich BFF” is becoming a common household name.
Maneesha Ghiya is managing partner at FemHealth Ventures, the ‘go-to’ in women’s health venture capital. She has been investing in health care for 25 years as a venture capitalist and an investor at hedge funds. Her personal medical experience inspired her to launch FemHealth Ventures.
Previously, Ghiya held health care-focused investment roles at JPMorgan Partners, Kingdon Capital, and Highline Capital. She has invested more than $1 billion in public and private health care companies within therapeutics, medical devices, diagnostics, and digital health.
Ghiya serves on the Executive Board for the Management & Technology Program (“M&T”) at the University of Pennsylvania, a dual-degree program from which she graduated summa cum laude. She earned a B.S.E. from The Wharton School, a B.A.S. from Penn Engineering at the University of Pennsylvania, and an M.B.A. from Harvard Business School. Ghiya has been featured in The Wall Street Journal as one of Nine Women Shaping Venture Capital’s Today and Tomorrow.
Bola is a Certified Financial Education Instructor (CFEI), finance expert, 4-time bestselling author of the book, Choosing To Prosper, and the 3-part Clever Girl Finance Book Series, speaker, and founder of Clever Girl Finance, one of the largest personal finance media/education platforms for women in the U.S. Bola is also the recipient of the 2021 Financial Education Instructor of the Year (FEIY) Award from the National Council of Financial Educators.
A two-time US Women's Chess Champion and a member of Team PokerStars, Jennifer Shahade is an award-winning writer and host known for making chess and poker more fun and inclusive. She is the author of CHESS QUEENS, PLAY LIKE A GIRL, PLAY LIKE A CHAMPION and the forthcoming THINKING SIDEWAYS. Find her @jenshahade on X and Insta.
1:00pm ET
1:05pm
Many Americans are currently experiencing financial challenges, but women have been particularly affected by factors like inflation, lack of access to childcare, equal pay, and student loan debt. We’ll discuss the reasons behind this and what the future holds and examine why women still feel less confident when it comes to money.
Jean Chatzky, HerMoney Founder & CEO
Interviewer: Sharon Epperson, CNBC Senior Personal Finance Correspondent
1:15pm
When it comes to managing their money, women commonly use the word “fear,” and describe feelings of overwhelm and intimidation. This best-selling author and founder of one of the largest financial education platforms for females, will discuss closing the confidence gap, how women can discover what stands between them and creating the life they want, and why prosperity can take on many different meanings.
Bola Sokunbi, Clever Girl Finance Founder & CEO; Author
Interviewer: Kate Rogers, CNBC Restaurant & Small Business Correspondent
1:30pm
There is growing interest and investment in the women’s healthcare sector, which has traditionally been overlooked, underfunded, and highly stigmatized, despite women making up 50% of the population and 80% of consumer healthcare decisions. We’ll discuss key areas of growth and innovation, and the biggest opportunities for investment.
Maneesha Ghiya, FemHealth Ventures Managing Partner
Interviewer: Bertha Coombs, CNBC Senior Health Care Reporter
1:40pm
Sponsored and programmed by Edward Jones
Women today control one-third of the total household financial assets (more than $10 trillion), yet many still cite money as a major source of stress. A financial strategy and the right advice can help women investors cut the stress and, instead, focus on what’s financially most important to them. Join us for a discussion about how women investors can increase their financial education, be empowered to create financial goals and build strategies to help them elevate their wealth and achieve long-term goals.
Mona Mahajan, Edward Jones Principal, Senior Investment Strategist
Marie Taylor, Edward Jones Financial Advisor
Moderator: Caroline Woods, CNBC Events Contributor
Women face a number of daunting challenges when it comes to retirement planning, including the persistent gender pay gap, longer life expectancy, greater healthcare costs, and the hidden costs of caregiving. The result? Fifty-percent of females ages 55-66 have no retirement savings, and many of those who do feel anxious it won’t be enough.
We’ll discuss incremental steps you can take now to maximize your money, and answer your questions on how to take control of your financial future.
Marianela Collado, Tobias Financial Advisors CEO
Cindy Hounsell, Women’s Institute for a Secure Retirement (WISER) Founder & President
Moderator: Emily Wilkins, CNBC Correspondent
2:10pm
Risk-taking, decision making, recognizing bias, and embracing fear are all key qualities found in those who hold positions of power, particularly in finance. They’re also at the center of poker and chess, games that are embraced by more men than women. A high-stakes pro will discuss why these skills are crucial for women to close the confidence gap, build wealth and advance in the workplace.
Jennifer Shahade, Poker and Chess Pro; “Play Like a Champion” Author
Interviewer: Contessa Brewer, CNBC Correspondent
2:30pm
Burned out by her career on Wall Street, an industry she describes as historically “male, pale, and stale, this former trader pivoted to become one of the most popular fin’fluencers on social media. She’ll discuss how she’s working to demystify personal finance for women and people of color, and the top ways in which you can level up when it comes to building wealth.
Vivian Tu, Your Rich BFF Founder & CEO; “The Winning Money Mindset That Will Change Your Life” Author
Interviewer: Sharon Epperson, CNBC Senior Personal Finance Correspondent
2:50pm
REGISTRATION FOR CNBC WOMEN & WEALTH IS NOW CLOSED.
PLEASE EMAIL EVENTS@CNBC.COM TO CONNECT WITH OUR AUDIENCE TEAM.
Edward Jones is a leading financial services firm in the U.S. and through its affiliate in Canada. The firm’s nearly 19,000 financial advisors serve more than 8 million clients with a total of $1.8 trillion in client assets under care at the end of June 2023. Edward Jones’ purpose is to partner for positive impact to improve the lives of its clients and colleagues, and together, better our communities and society. Through the dedication of the firm’s approximately 52,000 associates and our branch presence in 68% of U.S. counties, the firm is committed to helping more people achieve financially what is most important to them. The Edward Jones website is at www.edwardjones.com, and its recruiting website is www.careers.edwardjones.com. Member SIPC.
Suze Orman has been called “a force in the world of personal finance” and a “one-woman financial advice powerhouse” by USA Today. A two-time Emmy Award-winning television host, New York Times mega bestselling author, magazine and online columnist, writer/producer and one of the top motivational speakers in the world today, Orman is undeniably America’s most recognized expert on personal finance.
Orman is the contributing editor to O, The Oprah Magazine, The Costco Connection Magazine and is in her 12th year as host of the award-winning Suze Orman Show, which airs every Saturday night on CNBC. Over her television career, Orman has accomplished that which no other television personality ever has before: Not only is she the single most successful fundraiser in the history of Public Television, but she has also garnered an unprecedented nine Gracie Awards, more than anyone in the 37-year history of the prestigious award. The Gracies recognize the nation’s best radio, television and cable programming for, by and about women.
In January 2013, The Television Academy Foundation’s Archive of American Television honored Orman’s broadcast career accomplishments with her recent inclusion in its historic “Emmy TV Legends” interview collection.
In 2010, Orman was honored with the Touchstone Award from Women in Cable Telecommunications, was named one of “The World’s 100 Most Powerful Women” by Forbes and was presented with an Honorary Doctor of Commercial Science degree from Bentley University. In the same year, Orman received the “Gracie Allen Tribute Award” from the American Women in Radio and Television (AWRT). (The Gracie Allen Tribute Award is bestowed upon an individual who truly plays a key role in laying the foundation for future generations of women in the media.)
In October 2009, Orman was the recipient of a Visionary Award from the Council for Economic Education for being a champion on economic empowerment. In July 2009, Forbes named Orman 18th on their list of “The Most Influential Women In Media.” In May 2009, Orman was presented with an honorary degree Doctor of Humane Letters from the University of Illinois. In May 2009 and May 2008, Time magazine named Orman as one of the “TIME 100, The World’s Most Influential People.” In October 2008, Orman was the recipient of the National Equality Award from the Human Rights Campaign.
In April 2008, Orman was presented with the Amelia Earhart Award for her message of financial empowerment for women. Saturday Night Live has spoofed Suze six times during 2008-2011. In 2007, Businessweek named Orman one of the top 10 motivational speakers in the world—she was the ONLY woman on that list, thereby making her 2007′s top female motivational speaker in the world.
Orman, who grew up on the South Side of Chicago, earned a bachelor’s degree in social work at the University of Illinois, and at the age of 30 was still a waitress making $400 a month.
Breanna Stewart is a winner. Capturing three championships in the span of one year, “Stewie” won titles in the WNBA, EuroLeague and an Olympic gold before earning her best title yet – mom. In one of the most high-profile free agency moves of the year, Stewie returned to her home state of New York and signed with the Liberty, hailing in the exciting era of WNBA super teams.
Arguably the greatest college basketball player of all time, Stewie is a 4-time NCAA Champion and 4-time Most Outstanding Player of the NCAA Tournament – the first athlete of any gender to accomplish that feat. Transcendent and versatile, in 2016 Stewie was taken No. 1 overall by the Seattle Storm, was the youngest member of the USA Olympic gold medal winning squad in Rio and the WNBA unanimous Rookie of the Year. Continuing her dominance in 2018, Stewie swept WNBA Regular Season MVP, WNBA Finals MVP and USA Basketball FIBA World Cup MVP in just 35 days. All told, she is a 2-time Olympic Gold Medalist, 2-time WNBA Champion, EuroLeague Champion and MVP, and 4-time WNBA All-Star.
A natural on social media, Stewie is a universally liked star, known for her humble, yet determined spirit and candid personality. Just as impressive off the court, Stewie overcame adversity and successfully rehabbed from a season-ending achilles injury in 2019. During that time, she decided to freeze her eggs and fell in love with her now wife Marta, which ultimately led to their inspirational journey of becoming moms to Ruby through gestational surrogacy. Destigmatizing fertility conversations for sport and women in the workplace, Stewie shattered the notion that a woman cannot be the best player in the world and have a baby. She aims to bring advocacy for parents into her outreach and partnerships. In 2022, she partnered with lactation pod company Mamava to give Climate Pledge Arena guests a safe place to nurse their children. Defying expectations and convention, count on Stewie to continually set records and milestones both in basketball and life.
Since the moment Breanna Stewart turned pro, she has embraced the opportunity to advocate for causes bigger than herself. When she won the 2016 ESPY for Best Female Athlete, she gave a speech calling out the media for its lack of coverage of women’s sports. That same year, she joined her colleagues across the league in standing up for Black Lives Matter. In 2017, she stood up for the LGBTQ community and proudly championed the inclusive culture of the WNBA, and in October 2018 she came forward as a survivor of childhood sexual abuse with a moving first-person essay with The Players Tribune, going on to launch a national campaign to help other victims and their families.
In 2021, Stewie signed with PUMA in a groundbreaking deal that made her the highest paid footwear and apparel endorser in the WNBA, guaranteed her a signature shoe by 2022 and is paving the way for the next generation of stars. The Stewie 1 launched in September of 2022 as the league’s first signature shoe since the early 2010’s. With multiple design iterations and an expansive size range, the Stewie 1 welcomes inclusion and on-court opportunity for all.
Named by SUCCESS Magazine as one of the Top 25 Influential Leaders in Personal Development, Patrice Washington is a conscious thought-leader, award-winning podcaster, author, sought-after media personality, renowned transformational speaker and hope-restoring/tough-love coach on PBS television series, Opportunity Knock$.
As the Founder of Redefining Wealth, Patrice has built a thriving international community of purpose-driven individuals committed to creating a powerful life weaving together the aspects of their careers, home, health, and personal finances. Through wise teachings and intuitive guidance, Patrice creates a safe environment for Purpose Chasers to dig deeper in exploring and understanding the obstacles that are prohibiting them from making progress. She empowers her international community to look at life through a lens of abundance and opportunity, instead of lack and scarcity.
Consistently called on by top national media outlets such as Good Morning America, CNBC, Cosmopolitan, Women's Health, NBC, Essence Magazine, and more, Patrice is where personal development, spiritual growth and personal finance success converge to create a roadmap for your ultimate success.
Winnie Sun is Managing Partner of Sun Group Wealth Partners, and is one of the most trusted and followed financial voices on social media. Her trending business tweetchat averages over 150 MM impressions per week on Twitter.
With more than 20 years of experience in the financial services industry, Winnie serves on the CNBC Financial Advisor Council, is a popular Forbes contributor, is a regular Good Day Los Angeles, Fox News and Digital Trends television contributor.
She is frequently quoted in publications including The Wall Street Journal, CNBC, ABC, The New York Times, Yahoo! Finance, AOL Finance, and many others.
Winnie was previously First Vice President of Wealth Management, Senior Investment Management Specialist and Lead Advisor for the Sun Group at Morgan Stanley Smith Barney.
She serves as the host of LevelUp With Winnie, which airs on NASDAQ (8MM MUV), Amazon FIRE TV, and Roku, executive producer and host of ModernMom Mondays LIVE for Modern Mom (1.6MM MUV) and hosts a daily weekday livestream show on Twitter, Facebook, LinkedIn, Twitch, and YouTube.